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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Ober Financial

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United States
Sarasota, FL
Ober Financial

Passionately providing our clients a personalized plan, empowering them to spend life living!

Our firm, led by Derek Ober, CFP® Professional, is dedicated to passionately providing our clients a personalized financial plan, empowering them to spend life living. As financial architects we design a blueprint for our client’s financial success. This individualized approach provides clarity regarding the complexities of our clients’ unique financial situations; resulting in a combined sense of

empowerment and comfort as they move through life’s journey. We focus on supporting pre-retirees, retirees worried about asset distribution, and current/former high level corporate employees. We believe that our community and clients deserve a financially secure and bright future. For additional information, call (941) 957-4511 or visit our website at www.derekober.nm.com

07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6189BEprpL

07/15/2026

Looking for financial guidance from a nationally recognized team? You’re in the right place. I am honored to be recognized as a Forbes | SHOOK Top/Best-in-State Financial Security Professional. My team and I are here to answer questions, build a plan that fits your life, and help you navigate whatever comes next.

07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6188BEpMun

07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6189BDmm69

07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6181B6tSqX

07/04/2026

Happy 4th of July!

We hope your day is filled with great food, good company, and just the right amount of fireworks.

Here's to freedom, opportunity and creating a future worth celebrating.

06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6181BDvhQT

06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6183B890iJ

06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6182BDwjJi

06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6183BDGh1h

Address

2601 Cattlemen Road
Sarasota, FL
34232

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.derekober.nm.com/

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